LPWM LLC’s iShares Russell 1000 Growth ETF IWF Stock Holding History

LPWM LLC’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$533K	Buy	5,004 +124	+3%	+$14.1K	0.13%	63
2025 Q4	$577K	Buy	4,880 +880	+22%	+$104K	0.15%	65
2025 Q3	$468K	Hold	4,000	–	–	0.13%	60
2025 Q2	$425K	Hold	4,000	–	–	0.12%	60
2025 Q1	$361K	Hold	4,000	–	–	0.12%	59
2024 Q4	$402K	Sell	4,000 -28	-0.7%	-$2.75K	0.13%	58
2024 Q3	$373K	Buy	4,028 +28	+0.7%	+$2.54K	0.12%	56
2024 Q2	$378K	Hold	4,000	–	–	0.13%	55
2024 Q1	$333K	Buy	4,000 +520	+15%	+$41.9K	0.12%	54
2023 Q4	$256K	Buy	+3,480	New	+$246K	0.1%	62

Other funds holding IWF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LPWM LLC's IWF Position: Q1 2026 in Review

LPWM LLC increased its iShares Russell 1000 Growth ETF (IWF) stake by 2.5% in Q1 2026, buying an estimated $14.1K and bringing the position to 5,004 shares worth $533K. The position accounts for 0.13% of the portfolio, ranked #63.

LPWM LLC first reported a position in IWF in Q4 2023 and has held it in 10 quarters since. The position peaked at $577K in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

LPWM LLC held 5,004 shares of iShares Russell 1000 Growth ETF worth $533K as of Q1 2026.
LPWM LLC bought 124 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $14.1K.
iShares Russell 1000 Growth ETF made up 0.13% of LPWM LLC's portfolio in Q1 2026, its #63 holding.
LPWM LLC first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 10 quarters since.
LPWM LLC's iShares Russell 1000 Growth ETF position peaked at $577K in Q4 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on LPWM LLC's 13F filing for Q1 2026, filed 9 Apr 2026.